See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,471 | $133,922-77.2% | $116,228-73.8% | $142,382-78.6% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.6%-16.7pp | 80.1%-22.2pp |
| Annual return | 10.80% | 147.76%-137.0pp | 90.06%-79.3pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,181 | $3,446-36.7% | $2,994-27.2% | $4,299-49.3% |
| Participant deferral / active EE | $9,270 | $5,672+63.4% | $4,953+87.2% | $6,507+42.5% |
| Admin fee / account holder | $40,862 | $14,945+173.4% | $11,989+240.8% | $12,624+223.7% |